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Table Of Contents

Introduction
Figure I-1:
Figure I-2:
I.Part One: Getting Started
Chapter 1
Launching Quicken
Setting Up Your Data File
Figure 1-1:
If You’re New to Quicken
Figure 1-2:
If You’re a Quicken Veteran
Using Express Setup
Figure 1-3:
Telling Quicken About Yourself
Setting Up a Checking Account
Figure 1-4:
Setting Up Your Paycheck and Other Deposits
Figure 1-5:
Setting Up Credit Card Payments and Bills
Opening a Quicken File
Opening a Quicken File
Figure 1-7:
Chapter 2
Recording Payments and Deposits
Recording a Payment
Figure 2-1:
Figure 2-2:
Figure 2-3:
Recording a Deposit
Figure 2-4:
Reviewing Your Finances
What’s Coming Up?
Seeing How Much You Earn and Spend
Figure 2-5:
Figure 2-6:
Figure 2-7:
Figure 2-8:
Chapter 3
How Accounts and Categories Work Together
How Accounts and Categories Work Together
Choosing Which Account Type to Use
Cash Flow Accounts
Figure 3-1:
Investing Accounts
Figure 3-2:
Property & Debt Accounts
Creating Bank Accounts
Figure 3-3:
Creating a Banking Account: Step by Step
Figure 3-4:
Figure 3-5:
Figure 3-6:
Editing Account Information
Editing Account Information
Figure 3-7:
Closing Accounts
Figure 3-8:
Chapter 4
Categories and Tags: Tracking Transactions
Understanding Categories and Tags
Organizing “Vertically” with Categories
Figure 4-1:
Organizing Flexibly with Tags
Figure 4-2:
Adding New Categories
Figure 4-3:
Turning On Quicken’s Built-in Categories
Figure 4-4:
Creating a New Category
Editing Categories
Figure 4-5:
Removing Categories
Figure 4-6:
Organizing Categories
Organizing Categories
Setting Up Tags
Creating a Tag
Editing a Tag
Hiding and Deleting Tags
II.Part Two: Getting Down to Business
Chapter 5
Transaction Basics
Getting to the Register
Entering Transactions
Figure 5-1:
Navigating Between Transactions
Recording Checks
Recording Handwritten Checks in the Register
Figure 5-2:
Figure 5-13:
Chapter 6
What Quicken Can Do Online
Connecting Quicken to the Internet
Connecting Quicken to the Internet
Figure 6-1:
Setting Up an Account for Online Services
Figure 6-2:
Finding Participating Institutions
Figure 6-3:
Applying for Online Services
Figure 6-4:
Activating Online Services
Figure 6-5:
Downloading Transactions
Downloading Transactions Directly
Downloading Statements with Web Connect
Figure 6-6:
Figure 6-7:
Reviewing and Incorporating Downloaded Transactions
Accepting Transactions
Figure 6-8:
When Quicken Doesn’t Match Transactions Correctly
Updating All Accounts: One Step Update
Figure 6-9:
Setting Up One Step Update
Deleting Downloaded Transactions
Figure 6-10:
Running One Step Update
Storing Passwords
Renaming Payees
Figure 6-12:
Managing Renaming Rules
Figure 6-13:
Paying Bills Online
Setting Up Online Payees
Figure 6-14:
Creating the Payment Request
Sending Payments
Figure 6-15:
Setting Up Repeating Online Payments
Setting up repeating online payments
Figure 6-16:
Setting up repeating amortized loan payments
Figure 6-17:
Figure 6-18:
Canceling Payments
Figure 6-19:
Letting Payees Come and Get Their Payments
Paying an Occasional Bill Online
Coordinating Bill Payment with Quicken
Setting Up Online Transfers
Chapter 7
Transferring Money Between Accounts
Recording a Transfer Between Accounts
Figure 7-1:
Turning Checks into Transfers
Voiding Transactions
Splitting Transactions
Figure 7-2:
Editing Splits
Figure 7-3:
Handling Remaining Amounts
Searching for Transactions
Finding Recent Transactions with One Click
Figure 7-4:
Finding All Matching Transactions
Figure 7-5:
Finding Specific Transactions
Figure 7-6:
Figure 7-7:
Finding and Replacing Values
Figure 7-8:
The Transaction Edit Menu
Figure 7-9:
Scheduling Transactions
Setting Up a Scheduled Transaction
Figure 7-10:
Figure 7-11:
Figure 7-12:
Paying and Skipping Scheduled Transactions
Editing and Deleting Scheduled Transactions
Automatically Recording Paycheck Deposits
Getting Started with Paycheck Setup
Setting Up Paycheck Details
Figure 7-13:
Figure 7-14:
Paycheck Tracking Made Easy
Figure 7-15:
Managing Paychecks
Recording a Paycheck
Recategorizing Transactions
Figure 7-16:
Managing Memorized Payees
Figure 7-17:
Adding Memorized Payees Manually
Removing Payees from the Memorized Payee List
Figure 7-18:
Figure 7-19:
Editing Memorized Payees
Locking Memorized Payees
Chapter 8
Prep Time: Reviewing Your Account
Prep Time: Reviewing Your Account
First Steps: Telling Quicken What to Compare
Figure 8-1:
Reconciliation: The Actual Review
Reconciliation: The Actual Review
Modifying Transactions During Reconciliation
Figure 8-2:
Figure 8-3:
Figure 8-4:
Stopping and Restarting a Reconciliation
Stopping and Restarting a Reconciliation
When Your Records Don’t Agree with Your Bank’s
Reconciling Automatically
Figure 8-6:
III.Part Three: Tuning Your Financial Engine
Chapter 9
Property and Debt: An Introduction
Figure 9-1:
Setting up Asset and Liability Accounts
Types of Asset and Liability Accounts
Creating an Asset Account
Figure 9-2:
Figure 9-3:
Setting Up Loan and Liability Accounts
Figure 9-4:
Figure 9-5:
Figure 9-7:
Setting Up a Loan Payment
Figure 9-8:
Linking an Asset and a Loan
Figure 9-9:
Figure 9-10:
Figure 9-11:
Making a Loan Payment
Making a Regular Payment
Making an Extra Payment
Editing a Loan
Figure 9-12:
Changing Loan Details
Changing Payment Details
Figure 9-13:
Adjusting a Loan’s Interest Rate
Figure 9-14:
Refinancing a Loan
Changing the Value of an Asset
Changing Market Value
Figure 9-15:
Figure 9-16:
Depreciation
Improvements
Figure 9-17:
Acquiring and Disposing of Assets
Figure 9-18:
Chapter 10
Creating a Budget in Quicken
Creating a Budget Automatically
Figure 10-1:
Figure 10-2:
Copying the Current Budget
Creating a Budget Manually
Filling In Budget Values
Figure 10-3:
Figure 10-4:
Average Budget Values
Figure 10-5:
Detailed Budget Values
Figure 10-6:
Figure 10-7:
Making a Budget Current
Making a Budget Current
Saving or Restoring a Budget
Saving or Restoring a Budget
Choosing Budget Categories
Choosing Income and Expense Categories
Figure 10-8:
Choosing Accounts for Transfers to Savings
Figure 10-9:
Comparing Your Performance to Your Budget
Figure 10-10:
Using a Savings Plan
Figure 11-5:
Figure 11-6:
Working with Securities
Figure 11-7:
Editing a Security
Figure 11-8:
Figure 11-9:
Categorizing Investments
Categorizing with security types
Recording Investment Transactions
Buying a Security
Figure 11-10:
Figure 11-11:
Selling a Security
Figure 11-12:
Figure 11-13:
Recording and Reinvesting Income
Figure 11-14:
Recording a Stock Split
Recording Other Investment Transactions
Downloading Investment Transactions
The Download Process
Dealing with Placeholders
Figure 11-16:
Figure 11-17:
Resolving Duplicate Transactions
Adjusting an Investment Account Balance
Updating an Account’s Cash Balance
Updating an Account’s Share Balance
Figure 11-18:
Updating 401(k) Holdings
Tracking Black Box Investments
Evaluating Your Portfolio
Figure 11-19:
Figure 11-20:
Using the Portfolio Page
Using Portfolio Management Software
Estimating Capital Gains
Figure 11-21:
Portfolio Analyzer
A Tour of Quicken’s Planning Tools
Planning Wizards
Figure 11-22:
Figure 11-23:
Financial Calculators
Figure 11-24:
Chapter 12
A Guide to Quicken’s Reports
Banking Reports
Figure 12-1:
Spending
Figure 12-2:
Comparison
Investing
Figure 12-3:
Linking Categories to Tax Line Items
Net Worth & Balances
Running Reports
Figure 12-4:
Generating Reports and Graphs
Printing Reports and Graphs
Printing a Report
Figure 12-5:
Editing Transactions Within Reports
Creating Print-Ready PDF Files
Figure 12-6:
Customizing Reports
Figure 12-7:
Figure 12-8:
Date Ranges
Figure 12-9:
Subtotals
Figure 12-10:
Adding and Removing Columns
Customizing Other Report Content
Figure 12-11:
Figure 12-12:
Sorting Reports
Saving and Reusing Reports
Figure 12-13:
Managing Customized Reports
Figure 12-14:
IV.Part Four: Quicken Power Tools
Chapter 13
Backing Up and Restoring Data Files
Manual Backups
Figure 13-1:
Backup Reminders
Figure 13-2:
Automatic Backups
Figure 13-3:
Restoring Quicken Backups
Figure 13-4:
Password Protection
Adding a Password to a File
Changing a File Password
Adding a Password to Transactions
Archiving and Compacting a File
Figure 13-6:
Quicken File Maintenance
Copying a File
Figure 13-7:
Figure 13-8:
Creating a New Data File
Renaming a File
Validating: Checking and Correcting Your Data File
Figure 13-9:
Chapter 14
Setting Preferences
What Quicken Does on Startup
Lights, Sound, Keyboard Action!
Account Bar display
Keyboard mappings
Time and Money
Figure 14-2:
Backup Settings
Alerts
Investment Transactions
Setting Register Behavior
Adjusting QuickFill
Figure 14-3:
Figure 14-4:
Write Check Settings
How Quicken Downloads Transactions
Report and Graph Settings
Settings for Reports Only
Customizing What You See
Figure 14-5:
Customizing the Account Bar
Figure 14-6:
Creating New Views for Quicken Home
Figure 14-7:
Figure 14-8:
Customizing the Icon Bar
Figure 14-9:
Customizing the Register
Figure 14-10:
Figure 14-11:
Chapter 15
Exporting Quicken Data
Exporting Data to QIF Files
Figure 15-1:
Exporting Report Data: Method 1
Exporting Report Data: Method 2
Copying and Pasting Quicken Data
Importing Data into Quicken
Importing QIF Files
Figure 15-3:
Figure 15-4:
Importing Transactions with QIF
V.Part Five: Appendixes
Figure B-1:
Quicken Product and Customer Support
Figure B-2:
Figure C-2:
Figure C-4:
Index
P. 1
Quicken 2008: The Missing Manual: The Missing Manual

Quicken 2008: The Missing Manual: The Missing Manual

Ratings:

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(1)
|Views: 1,816|Likes:

Quicken is one of the many convenient ways to keep track of personal finances, but many people are unaware of Quicken's power and end up using only the basic features. And sometimes Quicken seems to raise more questions than it answers: Return of capital from stock? "Net worth"? What are they and why do you need to know about them? Luckily, Quicken 2008: The Missing Manual picks up where Quicken's help resources leave off.

You'll find step-by-step instructions for using Quicken on your Windows PC, including useful features such as budgeting, recording investment transactions, and archiving Quicken data files. You also learn why and when to use specific features, and which ones would be most useful in a given situation. Quicken 2008: The Missing Manual helps you:

Set up Quicken to take care of your specific needs Follow your money from the moment you earn it Make deposits, pay for expenses, track the things you own and how much you owe Take care of financial tasks online, and quickly reconcile your accounts Create and use budgets and track your investments Generate reports to prepare your tax returns and evaluate your financial fitness
And a lot more. This book is designed to accommodate readers at every technical level. If you're a first-time Quicken user, special boxes with the title "Up To Speed" provide the introductory information you need to understand the topic at hand. For advanced users, there are similar boxes called "Power Users' Clinic" that offer more technical tips, tricks, and shortcuts for the experienced Quicken fan.

For a topic as important as your personal finances, why trust anything else?

Quicken is one of the many convenient ways to keep track of personal finances, but many people are unaware of Quicken's power and end up using only the basic features. And sometimes Quicken seems to raise more questions than it answers: Return of capital from stock? "Net worth"? What are they and why do you need to know about them? Luckily, Quicken 2008: The Missing Manual picks up where Quicken's help resources leave off.

You'll find step-by-step instructions for using Quicken on your Windows PC, including useful features such as budgeting, recording investment transactions, and archiving Quicken data files. You also learn why and when to use specific features, and which ones would be most useful in a given situation. Quicken 2008: The Missing Manual helps you:

Set up Quicken to take care of your specific needs Follow your money from the moment you earn it Make deposits, pay for expenses, track the things you own and how much you owe Take care of financial tasks online, and quickly reconcile your accounts Create and use budgets and track your investments Generate reports to prepare your tax returns and evaluate your financial fitness
And a lot more. This book is designed to accommodate readers at every technical level. If you're a first-time Quicken user, special boxes with the title "Up To Speed" provide the introductory information you need to understand the topic at hand. For advanced users, there are similar boxes called "Power Users' Clinic" that offer more technical tips, tricks, and shortcuts for the experienced Quicken fan.

For a topic as important as your personal finances, why trust anything else?

More info:

Publish date: Jan 9, 2008
Added to Scribd: May 16, 2009
Copyright:Traditional Copyright: All rights reservedISBN:9780596519261
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